See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,615 | $24,730+120.8% | $66,042-17.3% | $84,808-35.6% |
| Participation rate | 30.0% | 68.1%-38.1pp | 67.5%-37.5pp | 68.3%-38.3pp |
| Annual return | 13.51% | 79.55%-66.0pp | 52.11%-38.6pp | 40.90%-27.4pp |
| Employer contribution / active EE | $718 | $857-16.2% | $1,579-54.5% | $2,631-72.7% |
| Participant deferral / active EE | $2,900 | $1,737+67.0% | $2,835+2.3% | $4,212-31.1% |
| Admin fee / account holder | $5,345 | $3,014+77.4% | $5,747-7.0% | $7,344-27.2% |